Mass Affluent Private Client Advisor | Hybrid Role

KeyCorp; Burlington (VT); Hybrid; USD 90,000 - 130,000; Full time

Job summary

KeyBank in Burlington, VT seeks a Private Client Advisor focused on Mass Affluent clients. You will lead with planning and financial wellness, delivering investment solutions and expanding relationships with clients holding $50k+ investable assets.

You'll partner with branch managers and centers of influence, using a consultative sales process to uncover opportunities and drive referrals, while maintaining compliance with licensing requirements and internal policies.

Qualifications

• Broad knowledge of client needs in bank-based investment market space.
• Proven ability to sell products and services to investment clients.
• Strong client-centric focus and teamwork abilities.
• Capable of using standard office equipment and financial systems.
• Willingness to obtain required licenses timely.

Responsibilities

• Grow new clients and expand relationships with investable assets > $50,000.
• Target and service clients with investable assets from $250,000 to $2 Million.
• Host holistic Financial Wellness conversations and complete plans.
• Offer investment solutions and refer to banking center staff.
• Attain sales production and referral goals through book of business.
• Learn Key Investment Services solutions to support cross-selling.
• Be an active Branch team member and collaborate with staff.
• Coordinate investment product delivery across branches.
• Develop a Center of Influence strategy with partnerships.
• Perform other duties as assigned.

Skills

Client relationship building

Sales track record

Team collaboration

Financial services systems

Education

High School Diploma or equivalent

Bachelor's Degree (preferred)

FINRA SIE (Upon Hire)

FINRA Series 7 (Upon Hire)

FINRA Series 66/63/65 (Upon Hire)

CFP designation (preferred)

Life/Health/Variable/Life & Disability licenses (required)

Tools

Proprietary banking systems

CRM software

Job description

KeyBank in Burlington, VT seeks a Private Client Advisor focused on Mass Affluent clients. You will lead with planning and financial wellness, delivering investment solutions and expanding relationships with clients holding $50k+ investable assets.

You'll partner with branch managers and centers of influence, using a consultative sales process to uncover opportunities and drive referrals, while maintaining compliance with licensing requirements and internal policies.